account_balance
Investment manager · 13F filer · SEC CIK 1911056
Axxcess Wealth Management, LLC
Reported value$2.43Bas of Sep 30, 2026
Positions982 223 new, 292 sold out
Top 10 weight20.0%AAPL alone is 4%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
3.7%Trimmed −49%
MSFTMicrosoft Corp
2.5%Trimmed −52%
NVDANVIDIA Corp
2.4%Trimmed −53%
GSLCGoldman Sachs ETF Tr
2.1%Added +10%
VOOVanguard Index FDS
1.7%Trimmed −51%
AMZNAmazon.com Inc
1.7%Trimmed −52%
AVGOBroadcom Inc.
1.6%Trimmed −38%
SPYSPDR S&P 500 ETF Trust
1.4%Trimmed −27%
QQQInvesco QQQ Tr
1.4%Trimmed −11%
GOOGLAlphabet Inc.
1.4%Trimmed −49%
VTIVanguard Index FDS
1.1%−30%
JPMJPMorgan Chase & Co
1.1%−42%
AAPLApple Inc.
3.7%Trimmed −49%
MSFTMicrosoft Corp
2.5%−52%
NVDANVIDIA Corp
2.4%−53%
GSLCGoldman Sachs ETF Tr
2.1%+10%
VOOVanguard Index FDS
1.7%−51%
AMZNAmazon.com Inc
1.7%
AVGOBroadcom Inc.
1.6%
SPYSPDR S&P 500 ETF Trust
1.4%
QQQInvesco QQQ Tr
1.4%
VTI1.1%
JPM1.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 3.7% Trimmed −49%MSFT Microsoft Corp 2.5% Trimmed −52%NVDA NVIDIA Corp 2.4% Trimmed −53%
GSLC Goldman Sachs ETF Tr 2.1% Added +10%
VOO Vanguard Index FDS 1.7% Trimmed −51%
AMZN Amazon.com Inc 1.7% Trimmed −52%AVGO Broadcom Inc. 1.6% Trimmed −38%SPY SPDR S&P 500 ETF Trust 1.4% Trimmed −27%QQQ Invesco QQQ Tr 1.4% Trimmed −11%
GOOGL Alphabet Inc. 1.4% Trimmed −49%VTI Vanguard Index FDS 1.1% Trimmed −30%
JPM JPMorgan Chase & Co 1.1% Trimmed −42%What changed
Biggest moves since Jun 30, 2026
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